Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG). We have compiled data on the 1,526 institutions that hold shares in the stock, with a total of 749 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
1,584
shares
|
$46,078
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,580
shares
|
$45,962
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,537
shares
|
$44,711
0.04% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,495
shares
|
$43,489
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
1,450
shares
|
$42,180
0.02% of portfolio
|
Q4 2024
Added 300.55%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
1,433
shares
|
$41,685
0.01% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,427
shares
|
$41,511
0.02% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,424
shares
|
$41,424
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
1,420
shares
|
$41,307
0.0% of portfolio
|
Q1 2025
Added 62.84%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,415
shares
|
$41,162
0.0% of portfolio
|
Q1 2025
Added 25.89%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,375
shares
|
$39,998
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,353
shares
|
$39,358
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,332
shares
|
$38,747
0.0% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
1,304
shares
|
$37,933
0.01% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,296
shares
|
$37,700
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
1,280
shares
|
$37,235
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,276
shares
|
$37,118
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
1,257
shares
|
$36,566
0.09% of portfolio
|
Q3 2024
Added 178.1%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,244
shares
|
$36,187
0.03% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,233
shares
|
$35,867
0.0% of portfolio
|
Q1 2025
Added 202.21%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
1,123
shares
|
$32,668
0.01% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,073
shares
|
$31,213
0.01% of portfolio
|
Q1 2025
Added 34.13%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,020
shares
|
$29,671
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,016
shares
|
$29,555
0.0% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
1,000
shares
|
$29,090
0.02% of portfolio
|
Q4 2024
Added 300.0%
|